Plan Design and Compliance

In the world of retirement plans, only one thing seems certain: CHANGE. Over the last decade, Congress has burdened plan sponsors with an overwhelming volume of legislation, making continual review of retirement plans essential.

It is critical that the legal, compliance and design aspects of a plan are current. While legislation dictates uniformity for certain plan features, recent changes in law are aimed at increasing employee participation and restoring some of the incentives and benefits previously lost by plan sponsors.

Retirement plan vendors have also expanded and enhanced the capabilities of their systems, creating the need to evaluate whether the current provider is offering the latest generation of technological advances.

Landmark Advisors provides an organized, systematic and periodic review process where every relevant feature is examined to provide an optimal plan.

Landmark Advisors will review the design and operational features of your company’s plan from an unbiased perspective, focusing on:

• Increasing participation

• Decreasing costs

• Reducing Trustee and fiduciary liability

• Providing innovative solutions to best meet your Company’s needs
  

Landmark Advisors is a member of National Retirement Partners.  We are located in Minneapolis, Minnesota.  We specialize in providing retirement plan consulting and financial planning education for plan sponsors and delivering personal retirement planning for plan participants.  Contact us today for more information about your retirement planning needs.

Securities offered through NRP Financial, Inc., Member FINRA/SIPC and advisory services provided by NRP Advisors, Inc.